Utah Fund of Funds
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Utah Fund of Funds Employees
Employee
Years
Job
Industry
Sam Nelson Sam Nelson's Utah Fund of Funds Experience January 2010 - May 2010
Job MBA/M.Ed. Candidate at Darden School of Business
Industry Education Management
Experience
Bridge International Academies February 2015 - July 2015
BloomReach October 2013 - February 2015
Cornerstone Research June 2011 - September 2013
JP Morgan June 2010 - August 2010
Utah Fund of Funds January 2010 - May 2010
US Treasury August 2009 - December 2009
Skills
Data Analysis, Business Strategy, Financial Analysis, Econometrics, Microsoft Excel, Stata, SAS, Bloomberg, Market Research, Spanish, Valuation, Financial Modeling, Analysis, Statistics, Microsoft Office, Corporate Finance, Litigation Consulting, Research, Economics, Strategy, Public Speaking
Education
University of Virginia Darden School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
Brigham Young University 2004 — 2010
Bachelor of Arts, Economics
Bridge International Academies February 2015 - July 2015
BloomReach October 2013 - February 2015
Cornerstone Research June 2011 - September 2013
JP Morgan June 2010 - August 2010
Utah Fund of Funds January 2010 - May 2010
US Treasury August 2009 - December 2009
Skills
Data Analysis, Business Strategy, Financial Analysis, Econometrics, Microsoft Excel, Stata, SAS, Bloomberg, Market Research, Spanish, Valuation, Financial Modeling, Analysis, Statistics, Microsoft Office, Corporate Finance, Litigation Consulting, Research, Economics, Strategy, Public Speaking
Education
University of Virginia Darden School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
Brigham Young University 2004 — 2010
Bachelor of Arts, Economics
Jeremy Neilson Jeremy Neilson's Utah Fund of Funds Experience December 2003 - July 2010
Job Managing Director at Assure Services
Industry Venture Capital & Private Equity
Experience
Assure Services August 2010 - Present
Utah Fund of Funds December 2003 - July 2010
University Venture Fund June 2003 - May 2004
Neilson Elggren LLP October 2001 - September 2003
Skills
Venture Capital, Portfolio Management, Private Equity, Capital Markets, Marketing Management, Fund Of Funds, Due Diligence, Investments, Valuation, Financial Modeling, Entrepreneurship, Start-ups, Leadership, Strategy, Growth Capital, Funding, Investor Relations, Business Strategy, Alternative Investments, Private Placements, Executive Management, M&A experience, Leveraged Finance, Finance, Management, Business Planning, Corporate Development, Structured Finance, Capital, Asset Allocation, Corporate Finance, LBO, Angel Investing, Buyouts, Venture Financing, Deal Sourcing, Emerging Markets, Capital Raising, Strategic Planning, Strategic Partnerships
Education
University of Utah 2003 — 2004
Masters
Wake Forest University School of Law 1998 — 2001
Juris Doctor
Brigham Young Univeristy 1995 — 1998
Bachelors
Assure Services August 2010 - Present
Utah Fund of Funds December 2003 - July 2010
University Venture Fund June 2003 - May 2004
Neilson Elggren LLP October 2001 - September 2003
Skills
Venture Capital, Portfolio Management, Private Equity, Capital Markets, Marketing Management, Fund Of Funds, Due Diligence, Investments, Valuation, Financial Modeling, Entrepreneurship, Start-ups, Leadership, Strategy, Growth Capital, Funding, Investor Relations, Business Strategy, Alternative Investments, Private Placements, Executive Management, M&A experience, Leveraged Finance, Finance, Management, Business Planning, Corporate Development, Structured Finance, Capital, Asset Allocation, Corporate Finance, LBO, Angel Investing, Buyouts, Venture Financing, Deal Sourcing, Emerging Markets, Capital Raising, Strategic Planning, Strategic Partnerships
Education
University of Utah 2003 — 2004
Masters
Wake Forest University School of Law 1998 — 2001
Juris Doctor
Brigham Young Univeristy 1995 — 1998
Bachelors
Nick Gould Nick Gould's Utah Fund of Funds Experience August 2011 - April 2012
Job MPH Candidate Master of Public Health; University of Michigan
Industry Hospital & Health Care
Experience
St. John Providence May 2015 - August 2015
University of Michigan Health System September 2014 - April 2015
Honeywell June 2013 - August 2014
Utah Fund of Funds August 2011 - April 2012
Skills
Financial Analysis, Leadership, Public Speaking, PowerPoint, Data Analysis
Education
University of Michigan 2014 — 2016
MPH - Master of Public Health, Health Management and Policy
Brigham Young University 2009 — 2013
BS, Finance
St. John Providence May 2015 - August 2015
University of Michigan Health System September 2014 - April 2015
Honeywell June 2013 - August 2014
Utah Fund of Funds August 2011 - April 2012
Skills
Financial Analysis, Leadership, Public Speaking, PowerPoint, Data Analysis
Education
University of Michigan 2014 — 2016
MPH - Master of Public Health, Health Management and Policy
Brigham Young University 2009 — 2013
BS, Finance
Dan Housley's Utah Fund of Funds Experience January 2010 - June 2010
Job Product Manager at CR Bard
Industry Medical Devices
Experience
CR Bard January 2014 - Present
Dyno Nobel April 2011 - August 2013
Dyno Nobel June 2010 - April 2011
Utah Fund of Funds January 2010 - June 2010
University of Utah Technology Commercialization Office August 2009 - May 2010
Spanish Interpreting Services December 2003 - May 2010
vSpring Capital May 2009 - January 2010
Zonder (vSpring Portfolio Company) May 2009 - August 2009
Skills
Due Diligence, Venture Capital, Financial Modeling, Investments, Private Equity, Marketing Strategy, Entrepreneurship, Financial Analysis, Business Strategy, Business Planning, Start-ups, Strategic Planning, Market Research, Business Process..., Strategy, Leadership, Marketing, Product Management, Competitive Analysis, Cross-functional Team..., Analytics, Product Marketing, Go-to-market Strategy, Project Management, Salesforce.com, Mobile Applications, Venture Financing
Education
University of Utah - David Eccles School of Business 2008 — 2010
Masters of Business Administration, Marketing
Boise State University
Bachelor of Arts, History and Spanish
CR Bard January 2014 - Present
Dyno Nobel April 2011 - August 2013
Dyno Nobel June 2010 - April 2011
Utah Fund of Funds January 2010 - June 2010
University of Utah Technology Commercialization Office August 2009 - May 2010
Spanish Interpreting Services December 2003 - May 2010
vSpring Capital May 2009 - January 2010
Zonder (vSpring Portfolio Company) May 2009 - August 2009
Skills
Due Diligence, Venture Capital, Financial Modeling, Investments, Private Equity, Marketing Strategy, Entrepreneurship, Financial Analysis, Business Strategy, Business Planning, Start-ups, Strategic Planning, Market Research, Business Process..., Strategy, Leadership, Marketing, Product Management, Competitive Analysis, Cross-functional Team..., Analytics, Product Marketing, Go-to-market Strategy, Project Management, Salesforce.com, Mobile Applications, Venture Financing
Education
University of Utah - David Eccles School of Business 2008 — 2010
Masters of Business Administration, Marketing
Boise State University
Bachelor of Arts, History and Spanish
Benjamin Forsyth's Utah Fund of Funds Experience June 2007 - May 2008
Job Sr Research Associate at Aria Partners
Industry Investment Management
Experience
Aria Partners February 2014 - Present
Social Finance (SoFi) 2012 - June 2013
CalPERS May 2008 - August 2011
Utah Fund of Funds June 2007 - May 2008
Skills
Alternative Investments, Due Diligence, Fund Of Funds, Private Equity, Venture Capital, Financial Modeling, Investments, Valuation, Entrepreneurship, Strategy, Portfolio Management, Analytics, Emerging Markets, Corporate Finance, Mutual Funds, Financial Analysis
Education
UCLA Anderson School of Management 2011 — 2013
MBA
Utah State University 2001 — 2007
B.A., Dual Finance/ Economics
Aria Partners February 2014 - Present
Social Finance (SoFi) 2012 - June 2013
CalPERS May 2008 - August 2011
Utah Fund of Funds June 2007 - May 2008
Skills
Alternative Investments, Due Diligence, Fund Of Funds, Private Equity, Venture Capital, Financial Modeling, Investments, Valuation, Entrepreneurship, Strategy, Portfolio Management, Analytics, Emerging Markets, Corporate Finance, Mutual Funds, Financial Analysis
Education
UCLA Anderson School of Management 2011 — 2013
MBA
Utah State University 2001 — 2007
B.A., Dual Finance/ Economics
Trent Call's Utah Fund of Funds Experience May 2009 - August 2009
Job Associate at Global Gaming & Hospitality
Industry Investment Banking
Experience
Global Gaming and Hospitality April 2010 - Present
Westwood Global September 2009 - December 2009
Utah Fund of Funds May 2009 - August 2009
Peterson Partners January 2009 - April 2009
Global Financial Advisors January 2008 - April 2009
Skills
Investment Banking, Financial Modeling, Financial Analysis, Gaming Industry, Equities, Portfolio Management, Valuation, Bloomberg, Private Equity, PowerPoint, Debt, Microsoft Excel, Due Diligence, Corporate Finance
Education
Brigham Young University 2007 — 2009
Bachelor of Science, Finance
Global Gaming and Hospitality April 2010 - Present
Westwood Global September 2009 - December 2009
Utah Fund of Funds May 2009 - August 2009
Peterson Partners January 2009 - April 2009
Global Financial Advisors January 2008 - April 2009
Skills
Investment Banking, Financial Modeling, Financial Analysis, Gaming Industry, Equities, Portfolio Management, Valuation, Bloomberg, Private Equity, PowerPoint, Debt, Microsoft Excel, Due Diligence, Corporate Finance
Education
Brigham Young University 2007 — 2009
Bachelor of Science, Finance
Christian Nava's Utah Fund of Funds Experience December 2009 - January 2011
Job Manager at Assure Equity Partners
Industry Venture Capital & Private Equity
Experience
Assure Equity Partners February 2014 - Present
Grant Thornton LLP March 2013 - February 2014
Assure Equity Partners June 2011 - March 2013
Utah Fund of Funds December 2009 - January 2011
Amerivon Holdings, LLC April 2008 - August 2008
Excend Consulting Group December 2007 - April 2008
Skills
Venture Capital, Private Equity, Financial Modeling, Fund Of Funds, Investments, Financial Services
Education
Brigham Young University
Bachelor's degree, Economics
Assure Equity Partners February 2014 - Present
Grant Thornton LLP March 2013 - February 2014
Assure Equity Partners June 2011 - March 2013
Utah Fund of Funds December 2009 - January 2011
Amerivon Holdings, LLC April 2008 - August 2008
Excend Consulting Group December 2007 - April 2008
Skills
Venture Capital, Private Equity, Financial Modeling, Fund Of Funds, Investments, Financial Services
Education
Brigham Young University
Bachelor's degree, Economics
Richard R. Nelson's Utah Fund of Funds Experience 2004 - April 2014
Job Board Member at STEM Action Center
Industry Nonprofit Organization Management
Experience
Utah Technology Council October 1999 - Present
$30M STEM Action Center June 2014 - Present
Technology Councils of North America (TECNA) 2000 - Present
Governor's Commission on Education Excellence 2010 - Present
Utah Fund of Funds 2004 - April 2014
Council of State Bioscience Associations (CSBA / BIO) 2010 - 2013
Governor's Office of Economic Development Board 2001 - 2009
Skills
Start-ups, Entrepreneurship, Business Development, Leadership, Business Strategy, Executive Management, Strategic Planning, Venture Capital, Marketing, Management Consulting, Public Speaking, Marketing Strategy, Market Research, Team Building, Fundraising, Product Development, Finance, Business, Online Advertising, Non-profits, Management, Strategy, Strategic Partnerships, Public Policy, Mergers & Acquisitions, Business Planning, Contract Negotiation, Association Management, New Business Development, Project Management, Leadership Development, Program Management, Nonprofits, Organizational..., Non-profit Leadership, Medical Devices, Public Relations
Education
Northwestern University - Kellogg School of Management
MBA, Marketing, Finance
Brigham Young University 1970 — 1973
Bachelor of Science (BS), Finance/Accounting
Utah State University 1968 — 1968
Utah Technology Council October 1999 - Present
$30M STEM Action Center June 2014 - Present
Technology Councils of North America (TECNA) 2000 - Present
Governor's Commission on Education Excellence 2010 - Present
Utah Fund of Funds 2004 - April 2014
Council of State Bioscience Associations (CSBA / BIO) 2010 - 2013
Governor's Office of Economic Development Board 2001 - 2009
Skills
Start-ups, Entrepreneurship, Business Development, Leadership, Business Strategy, Executive Management, Strategic Planning, Venture Capital, Marketing, Management Consulting, Public Speaking, Marketing Strategy, Market Research, Team Building, Fundraising, Product Development, Finance, Business, Online Advertising, Non-profits, Management, Strategy, Strategic Partnerships, Public Policy, Mergers & Acquisitions, Business Planning, Contract Negotiation, Association Management, New Business Development, Project Management, Leadership Development, Program Management, Nonprofits, Organizational..., Non-profit Leadership, Medical Devices, Public Relations
Education
Northwestern University - Kellogg School of Management
MBA, Marketing, Finance
Brigham Young University 1970 — 1973
Bachelor of Science (BS), Finance/Accounting
Utah State University 1968 — 1968
Tim Jensen, ACAS's Utah Fund of Funds Experience January 2010 - May 2010
Job Associate Actuary at Berkley Oil & Gas Specialty Services
Industry Insurance
Experience
Berkley Oil & Gas Specialty Services June 2014 - Present
Facultative ReSources (A Berkley Company) April 2013 - May 2014
Berkley Facultative Reinsurance Services (A Berkley Company) May 2011 - April 2013
Beneficial Financial Group May 2010 - April 2011
Utah Fund of Funds January 2010 - May 2010
BYU Economics Department February 2009 - September 2009
BYU Economics Department September 2008 - September 2009
MultiLing Corporation September 2006 - April 2008
Skills
Actuarial Science, Financial Modeling, VBA, SAS, Data Analysis, Financial Risk, Statistics, Reinsurance, Finance, Pricing, R, Access, Tableau
Education
Brigham Young University 2002 — 2008
BS, Economics with Management & Spanish Minors
Berkley Oil & Gas Specialty Services June 2014 - Present
Facultative ReSources (A Berkley Company) April 2013 - May 2014
Berkley Facultative Reinsurance Services (A Berkley Company) May 2011 - April 2013
Beneficial Financial Group May 2010 - April 2011
Utah Fund of Funds January 2010 - May 2010
BYU Economics Department February 2009 - September 2009
BYU Economics Department September 2008 - September 2009
MultiLing Corporation September 2006 - April 2008
Skills
Actuarial Science, Financial Modeling, VBA, SAS, Data Analysis, Financial Risk, Statistics, Reinsurance, Finance, Pricing, R, Access, Tableau
Education
Brigham Young University 2002 — 2008
BS, Economics with Management & Spanish Minors
Ben Warner's Utah Fund of Funds Experience May 2010 - August 2010
Job Data Analyst at InsideSales.com
Industry Investment Management
Experience
InsideSales.com May 2012 - Present
Beneficial Financial Group April 2011 - August 2011
Utah Fund of Funds May 2010 - August 2010
Utah Foundation 2010 - 2010
Brigham Young University 2007 - 2010
Skills
Data Analysis, Stata, Statistics, Econometrics, Microsoft Excel, R, Economics, Leadership, SPSS, SAS, Analysis, Salesforce.com, Spanish, Team Leadership, Forecasting, Research, Analytics
Education
Brigham Young University 2001 — 2008
B.S., Mathematics
InsideSales.com May 2012 - Present
Beneficial Financial Group April 2011 - August 2011
Utah Fund of Funds May 2010 - August 2010
Utah Foundation 2010 - 2010
Brigham Young University 2007 - 2010
Skills
Data Analysis, Stata, Statistics, Econometrics, Microsoft Excel, R, Economics, Leadership, SPSS, SAS, Analysis, Salesforce.com, Spanish, Team Leadership, Forecasting, Research, Analytics
Education
Brigham Young University 2001 — 2008
B.S., Mathematics